Better experiences. Better outcomes.

iJoin helps us deliver three very important things:

A mobile friendly enrollment experience Education and messaging to engage participants Quantifiable plan success metrics

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Mobile capabilities have changed the way we interact with the world.

That’s why iJoin solutions are available conveniently anytime, anywhere to support enrollment, education and ongoing engagement.

iJoin gamification engages participants to understand and act.

• Participation Rate: 90% • Selected a Higher Contribution: 72% • Selected a QDIA: 78% • Average Contribution Rate: 9.8%

Smart Messaging combines behavioral economics with compelling tactics to engage and motivate participants, increasing financial literacy and influencing action.

ENGAGE ENCOURAGE EXCiTE

Advisor Dashboard

• Plan Success Matrix • Participant Outcome Tracking • Investment Flow Monitoring • Smart Messaging • Comprehensive Reporting

Success Metrics: Advisor Dashboard

Success Metrics: Plan Detail

Success Metrics: Participant Detail

Success Metrics: Messaging Analytics

Thanks for the opportunity to spend time together

Mark Noble – Partner 919-926-0286